Kathleen Connors is a CFP® professional with five years of experience in financial advising. She is currently with EP Wealth Advisors and has previously worked at Better Money Decisions, Envision Wealth Planning Inc., TriLumina Corporation, and CFV Solar Test Laboratory. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services alongside ancillary offerings such as tax preparation and estate-document preparation for qualified clients.

David Gallacher is a CFA® charterholder with 14 years of industry experience. He has worked at William Blair since 2021 and was previously with Cyrus J. Lawrence LLC from 2015 to 2021. Gallacher holds Series 66 and Series 63 licenses and is based in Los Angeles, CA. William Blair’s Private Wealth Management division offers discretionary and non-discretionary investment management, financial planning, and wealth services to individuals, foundations, pension plans, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, providing proprietary models and access to private funds and co-investment opportunities.

Justin Moreci is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Mariner, Lido Advisors, Morgan Stanley Smith Barney, Bank of America, Merrill, and UBS Financial Services. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing a blend of fundamental, technical, and cyclical analysis along with alternative investment options to create customized portfolios.

Sean Rodriguez is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Valic Financial Advisors since 2011 and also works with Agia in a non-securities insurance capacity. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options for portfolio customization.

Nicholas Costas is a financial advisor at EP Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has worked previously at One Capital Management, LLC and Logix Federal Credit Union. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services including tax preparation and estate-document facilitation for qualifying clients.

Anna Crabs is a financial advisor at Lido with two years of industry experience. She holds the Series 66 designation and previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, and Equitable Financial Life Insurance. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and retirement and estate planning, with an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Paul Leach is a CFP®-designated financial advisor at Rockefeller Financial LLC with 18 years of industry experience. He previously worked at Bank of America and Merrill from 2009 to 2023 before joining Rockefeller Financial. Outside of his advisory role, he is the founder of Surf 4 Kidz, a charity surf camp supporting a nonprofit that trains and places at-risk military veterans in welding jobs. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Hwa Jin Kim is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His career includes roles at The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of advising, he serves as Executive Vice President of Sales at EMP Financial Network. TLG Advisors, Inc. serves a broad client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers portfolio management, comprehensive financial planning, and fiduciary services for ERISA-qualified retirement plans.

Benjamin Samoylov is a CFA® charterholder with two years of industry experience. He has worked at Lido Advisors, LLC since 2025 and previously held positions at Exchange Capital Management Inc, Mitchell Family Office, McQueen Financial Advisors, United Wholesale Mortgage, and Ally Financial. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach that emphasizes diversification across various asset classes and utilizes options-based strategies, managing assets on a discretionary basis and coordinating with third-party managers and sub-advisers when appropriate.

Jaron Gardiner is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has worked at EP Wealth Advisors since 2021 and previously spent five years with NewFocus Financial Group, LLC. Outside of his advisory role, Gardiner serves as an adjunct college professor at Clark College, teaching online or evening courses. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides additional services such as tax preparation and estate-document assistance for qualifying clients.

Jon Moore is a CFP® and holds a Series 65 license, working with EP Wealth Advisors in Torrance, CA. He has 29 years of industry experience, including 11 years at EP Wealth Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients, using customized model portfolios and a variety of investment strategies.

Hunter Ruck is a financial advisor at EP Wealth Advisors with a Series 65 designation. He has one year of industry experience and has previously worked at Capital Insight Partners and Faith Investor Services. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, using a combination of fundamental, technical, and cyclical analysis alongside alternative investment strategies and third-party manager recommendations.

Michael Juettner is a CFA® charterholder with five years of industry experience. He has worked at IEQ Capital, LLC since 2025 and previously held roles at Cresset Asset Management, LLC and Morningstar Investment Management, LLC. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and institutional clients. The firm combines centralized macro and manager research with access to liquid and private alternative investments, managing approximately $35.4 billion across separately managed accounts and family-office services.

Derek Tam is a CFP® with 19 years of industry experience, currently serving at Lido Advisors, LLC since 2023. His prior experience includes roles at SVB Financial Group and Boston Private Wealth LLC. Outside of financial advising, he is a co-owner and serves on the board of directors and finance committee for Hapa Brewing Company. Lido Advisors serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office, retirement, and estate planning services using an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Carol Lens is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Lido. Her prior roles include positions at Olympus Wealth Management, Qualtrics, J.P. Morgan Securities, and Wells Fargo Advisors. Outside of her advisory work, she is a vice president and co-owner of Property Execs LLC, a rental property business. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a diversified, integrated wealth management approach that includes options-based strategies and typically manages assets on a discretionary basis using both in-house and third-party managers.

Sebastian Garcia Cornejo is a Series 66 designated financial advisor at Citigroup Global Markets with four years of industry experience. He has held prior roles at RBC Capital Markets and served in various positions at the University of California, San Diego. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as operating as a swap dealer and futures commission merchant.

Richard Singer is a financial advisor with SB Capital Management, Inc. and holds a Series 65 designation. He has 22 years of industry experience, including 23 years at SB Capital Management and most recently joining Mercer Global Advisors Inc. in 2025. SB Capital Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, managing discretionary accounts and private equity and hedge fund vehicles.

Jenny Dudrey is a financial advisor at Lido with 22 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Platte River Wealth Advisors, Wells Fargo Clearing, and Wells Fargo Advisors. She is also a notary public in Colorado. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and retirement and estate planning, using an integrated wealth management approach that includes diversification across multiple asset classes and options-based strategies.

Samuel Richman is a financial advisor at Lido with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at IFM (US) Securities, Earnest Research, Morgan Stanley Smith Barney, and Bernstein Private Wealth Management. Richman is based in Los Angeles, CA. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning while pursuing a diversified, integrated wealth management approach that includes options-based strategies and the use of third-party managers and sub-advisers.

Jonathan Gonshor is a financial advisor at Oppenheimer with 11 years of industry experience. He has been with Oppenheimer since 2014 and holds a Series 63 designation. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services that incorporate strategic and tactical asset allocation, manager selection, and a range of investment products tailored to client objectives.